CalcXML is becoming FinCalc.
Same team, same trusted math, over 30 years in the making. FinCalc is our new platform, and we’ll move you to it at no charge. Nothing changes for you today.
| Now | CalcXML clients can join the FinCalc pilot first |
|---|---|
| Early 2027 | FinCalc launches and migrations begin |
| During 2027 | CalcXML and FinCalc run side by side while you move |
| December 31, 2027 | CalcXML v1.3 is retired |
Our offer to CalcXML clients.
You chose us years ago. Moving to FinCalc should cost you nothing but a little of your time.
We do the migration
We set up your current calculators on FinCalc with your branding, at no charge. API clients get a map from every v1.3 calculator to its new endpoint, plus help from our engineers.
Your pricing holds for a year
Your current pricing stays in place for one year for comparable service, so a new platform doesn’t mean a surprise invoice.
Six months of lead tools
Try Calculators + Leads for six months at no additional cost: next-step buttons, lead capture, routing to loan officers, and appointment requests.
Time to move comfortably
CalcXML keeps working through December 31, 2027, so you can move on a schedule that suits your team.
First in line
CalcXML clients can join the FinCalc pilot before anyone else and help shape the platform before launch.
What stays the same, and what’s new.
| Area | CalcXML today | FinCalc |
|---|---|---|
| Calculation results | Trusted by institutions for over 30 years | The same math, rebuilt from analyst workbooks and tested against CalcXML’s production results |
| Your branding | Carried over | Carried over, plus more control over layout, fields, and wording in a self-service console |
| After the result | Your own links and buttons | Next steps, lead capture, loan officer routing, appointment requests, and attribution to funded loans |
| Languages | Varies | English and Spanish, reviewed by people, with more on request |
| Accessibility | Varies | Designed to conform to WCAG 2.2 Level AA |
| Approvals | Varies | Publish review, with approved versions that can’t be edited |
Details in the CalcXML column vary by client. We’ll review your setup with you when we plan your move.
If CalcXML calculators are on your website.
We rebuild them on FinCalc in your brand. Your team reviews them and swaps in the new embed codes.
- We set them up
Your current calculators, branding, and disclosures, configured for you in the FinCalc console.
- You review and approve
Check each calculator on a private test placement, then approve it through publish review.
- You swap the embed code
Replace each CalcXML embed on your site with its FinCalc code. Your web team or agency can do it page by page.
- Turn on lead tools when ready
Your six-month Calculators + Leads trial lets you add next steps and lead capture at your own pace.
If you call the CalcXML API.
Version 1.3 is frozen and keeps running through December 31, 2027. The FinCalc v2 API is a modern REST API with an OpenAPI specification.
- A calculator-by-calculator map
Every v1.3 calculator you use, matched to its v2 endpoint.
- Results you can verify
v2 calculations are tested against v1.3 production output, and you can compare results side by side while both are running.
- Engineering support
Our engineers help your developers update requests and handle the new response format.
- Plenty of overlap
Run v1.3 and v2 in parallel, and switch traffic over when you’re confident.
How the move works.
Most of the work is ours.
- Step 1
Plan together
We review how you use CalcXML today and agree on a timeline.
- Step 2
We set up
Your calculators are configured on FinCalc, or your API calls are mapped to v2.
- Step 3
You approve
Your team reviews results and wording before anything goes live.
- Step 4
Switch over
Swap embed codes or API calls, well before December 31, 2027.
Questions from CalcXML clients.
Do we need to do anything right now?
No. CalcXML keeps working as it does today. If you’d like to move early or join the pilot, let us know below.
Will our calculator results change?
FinCalc calculations are built from the same analyst workbooks and tested against CalcXML’s production results. If any result differs, we’ll review it with you before you switch.
What happens to our pricing?
Your current pricing holds for one year for comparable service. After that, you move to the FinCalc plan that fits how you use it.
Do we need a new contract?
We’ll walk through your agreement with you as part of planning your move.
What if we can’t move by December 31, 2027?
Talk to us early. The sooner we start planning, the easier it is to finish on time.
Will “Powered by FinCalc” appear on our calculators?
Standard plans include a small “Powered by FinCalc” credit. A white-label option removes it for an additional fee.
Plan your move.
Tell us how you use CalcXML today, and we’ll set up time to plan your move to FinCalc.